Sales Cloud Analytics Amanda Crawford Sr Solutions Consultant September 13, 2017

Goals for this session R12/R13 Enhancements Enable Analytic Sales Pages Discuss Session Variables and Functions Saving Filters Add Analytics to Sales Pages Useful Resources

Sales Analytics Enhancements R12/13 *Analytics Sales Pages New BI Subject Areas Prebuilt Reports for Channel Managers Prebuilt Service Request Reports Hierarchy Support *Report drill down from sidetabs Enhanced User reporting Customer center reporting Asset reporting enhancements Partner Infolets Account Assessment reporting Unit level forecasting Other new BI subject areas Join Standard and Custom Subject Areas R12 Up to 5 additional analytic sales pages New subject areas to support the Service capabilities with Engagement Cloud. Also new subject areas to support Partner objects like MDF (Market Development Fund) and Business Plans. Hierarchy support allows you to join custom subject areas with out of the box subject areas and include the hierarchical support. R13 Other new subject areas: CRM Business Plan Objectives split out into several areas, CRM Oppty Campaign, CRM Contact Resource Join Standard and Custom Subject areas – previously supported for Accounts and Contacts. Now extended to Leads, Assets and Activity.

R12 - Enable Analytics Sales Pages To enable the sales analytics pages: From the Navigator menu, select Tools – Structure and click Set System Options. In the Set System Options dialog box, select the number of sales pages that you want to show on the home page. http://download.oracle.com/ocomdocs/global/fusion_r12/sales/Analytics/index.html http://download.oracle.com/ocomdocs/global/fusion_r12/sales/Analytics/index.html

Session Variables and Functions Session Variables - Specific to the session or the user that is logged in Examples: User, Manager, Territory, Currency Repository Variables - Same for all users, but changing over time Examples: Current Month, Day, Year

Session Variables and Functions Aggregate - perform operations on multiple values to create summary results. Examples: Avg, Count, Min, Max Running Aggregate - takes a set of records as input, but instead of outputting the single aggregate for the entire set of records, they output the aggregate based on records encountered so far. Examples: Moving Avg, Moving Sum, Running Avg, Running Sum Time Series - operate on time-oriented dimensions Examples: Ago, To Date, Period Rolling

Useful Resources Oracle Cloud Readiness Sales Cloud Documentation Session Variables Functions Edward DeWolf’s Blog https://cloud.oracle.com/en_US/saas/readiness?offering=sales http://docs.oracle.com/cd/E23549_01/bi.1111/e10540/sqlref.htm#i1007088 http://docs.oracle.com/cloud/latest/salescs_gs/salescs_report.htm http://www.dewolf.net http://docs.oracle.com/cd/E23549_01/bi.1111/e10540/variables.htm#g1043229